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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $767,562 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $53,000 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $21,075 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,996 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,218 | $38,510-73.5% | $74,549-86.3% | $73,367-86.1% |
| Participation rate | 100.0% | 53.5%+46.5pp | 69.1%+30.9pp | 69.5%+30.5pp |
| Annual return | -3.00% | -0.94%-2.1pp | 32.54%-35.5pp | 173.45%-176.5pp |
| Employer contribution / active EE | $0 | $774-100.0% | $1,961-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $2,201 | $1,421+54.9% | $3,108-29.2% | $4,033-45.4% |
| Admin fee / account holder | $54 | $52+4.3% | $5,059-98.9% | $68-20.7% |